Bandera Tax Inc

Bandera Tax Inc

4.9Exceptional(13 reviews)
Offers online services
Offers online services

About

I've been a full charge Forensic Accountant, Financial Analyst, Fiduciary, and Tax Preparer for 25 years specializing in small business and hold a B.S.B.A. in finance from the University of Florida. I'm also a Licensed Paid Tax Preparer, a Licensed e-Filer, a Certified Professional Bookkeeper, and a Certified QuickBooks Specialist. What makes working with me unique is the details. The nuances of the tax code really require that the tax preparer fully understand the details of your business. We start with an initial phone interview where Ill learn the basics about your business and about how you run it. From there I take the nuts and bolts of your financials and turn them into a tax return. We finish with a final phone interview they can sometimes take up to 2 hours but usually about 45 minutes that's where the difference comes into play. During that interview I'll ask sometimes up to 100 questions all designed to maximize your tax return to display the numbers that best serve you.


Highlights

Hired 6 times
3 employees
26 years in business
Serves St. Petersburg , FL
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Google Pay

Social media


Details

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Photos and videos


  • Reviews

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    MG

    MONICA G.

    Very knowledgeable and knows exactly what hes doing.
    ... Show more
    August 02, 2021
    Hired on Thervo

    SL

    Sandy L.

    Fast and easy! Saved its a ton of $$$
    ... Show more
    May 28, 2020
    Hired on Thervo

    CH

    Charlie h.

    Hands down awsome work
    ... Show more
    April 27, 2020

    DJ

    David J.

    Travis stays updated with all the tax laws and makes sure that your taking full advantage of the credits as a business owner. I highly recommend.
    ... Show more
    April 17, 2020

    LS

    Lee S.

    Did an outstanding job on our taxes. Was able to find all deductions allowed and resulted in a great refund. Kept us updated every step of the way. Highly recommended
    ... Show more
    April 05, 2020
    Hired on Thervo

    AB

    Azzeddine B.

    Mr Wilkinson is always there when me and my wife have a question about our personal and self employed tax, always professional .
    I recommend Wilkinson and Gocha to all my friends .
    ... Show more
    March 27, 2020

    Frequently asked questions

    New clients are often surprised at the time and detail involved with preparing their tax return. It's common to have a 1-2 hour call interview for the first return. Things like hobbies, home based activities, children's future plans, future financing plans, and even immigration issues should always be taken into account when preparing a return. If your accountant/tax preparer isn't tax planning and preparing at the same time you should probably pursue a new professional.

    I hold a BSBA in Finance from the University of Florida, and I'm a Certified Professional Bookkeeper, a Certified QuickBooks Specialist, an IRS Licensed Paid Tax Preparer, and a licensed IRS Efiler. I'm also a veteran of the US Army Corps of Engineers as a Combat Engineer which involved a great deal of training in problem solving activities. However, the most important education pertaining to tax and Tax Code issues is experience. I've prepared taxes for over 20 years and in that time, I've encountered virtually every tax issue imaginable. 

    Yes Personal Returns regardless of filing status have a base rate of $115.00, with additional fees for Schedules ranging from $50.00 for Schedules A, D, & E, and $200.00 for Schedules C, F, & H. There is no additional fee for Schedules B, EIC, J, R, and SE. Business Returns 1065, 1120 & 1120s are $500.00 with additional fees only for data mining and collection. I do not charge for forms, other schedules, or worksheets.

    After becoming disenfranchised with the treatment of corporate America, I went to local bartenders and offered to do their taxes for free in exchange for promoting me. I didn't anticipate the correlation between bar patrons and people with tax problems and the idea turned quickly into a grand slam marketing concept.

    I have clients from almost every state, culture, race, religion, and ethnic group on the planet and it has been an incredibly rewarding experience. Gaining the absolute trust of a first-generation immigrant is an incredible experience.

    There is nothing more rewarding than watching a new clients shoulders drop as I fix a tax issue that has been causing them tremendous stress. The IRS can cause great stress and anxiety and having the ability to step in the middle and defend Joe Taxpayer is why I was put on this planet.

    Stay away from the large franchise operations, they often don't work in your best interest and designations like CPA, CMA, and EA only mean they passed a test and are now considered agents of the IRS. Pay attention to individual experience and the questions the professional asks.

    A client isn't necessarily the one asking the questions your tax professional is the one that should know the tax code and thus the questions to ask you in an effort to work in your best interests.


    Services offered

    Legal Document Preparation
    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting
    Hr And Payroll
    E Commerce Development